Key Responsibilities
Generate recent leads and identify potential customers through field visits, references, networking and other sources.
Meet customers personally to understand their insurance requirements.
Explain insurance policies, perks, features, coverage and terms clearly to customers.
Recommend suitable insurance products based on customer requirements.
Convert leads into successful policy sales.
Achieve monthly and quarterly sales targets.
Maintain regular follow-ups with prospective customers.
Build and maintain robust relationships with existing and new customers.
Collect required customer documents and coordinate for policy processing.
Maintain accurate records of leads, customer interactions and sales activities.
Coordinate with the internal team for policy issuance and customer support.
Participate in promotional activities, meetings and sales campaigns.
Provide after-sales support and maintain long-term customer relationships.
Submit regular sales reports to the reporting manager.